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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Atalan Capital Partners
New York
| US$13億 | +US$2.5億 | +24% | 21.5% | 319% | 12 | 25% | 1.6 |
|
| 1877 |
1877
Kathmere Capital Management
Wayne,
Pennsylvania
| US$13億 | +US$1.22億 | +10% | 6.81% | 68.3% | 511 | 19.77% | 1.8 |
|
| 1878 |
1878
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| US$13億 | -US$12.2億 | -48% | 5.47% | 29.1% | 24 | 20.83% | 3.2 |
|
| 1879 |
1879
YHB Investment Advisors
West Hartford,
Connecticut
| US$13億 | +US$9820萬 | +8% | 10.1% | 96.2% | 305 | 6.89% | 5.6 |
|
| 1880 |
1880
Next Century Growth Investors
Plymouth,
Minnesota
| US$12.9億 | +US$1.7億 | +15% | 26.6% | 447% | 136 | 19.12% | 1.9 |
|
| 1881 |
1881
Transcend Capital Advisors
Madison,
New Jersey
| US$12.9億 | -US$9975萬 | -7% | 7.75% | 71.6% | 722 | 31.44% | 2.3 |
|
| 1882 |
1882
YCG LLC
Austin,
Texas
| US$12.9億 | +US$1695萬 | +1% | 5.4% | 27% | 38 | 5.26% | 6.8 |
|
| 1883 |
1883
Beaird Harris Wealth Management
Dallas,
Texas
| US$12.9億 | +US$1.16億 | +10% | 6.61% | 41.3% | 642 | 24.14% | 1.8 |
|
| 1884 |
1884
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$12.9億 | +US$6415萬 | +5% | 7.46% | 87.2% | 134 | 10.45% | 6.4 |
|
| 1885 |
1885
Nixon Peabody Trust
Boston,
Massachusetts
| US$12.9億 | +US$1.13億 | +10% | 12.2% | 101% | 157 | 8.28% | 3.2 |
|
| 1886 |
1886
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$12.9億 | +US$1.04億 | +9% | 6.35% | 42.8% | 41 | 24.39% | 4.3 |
|
| 1887 |
1887
Lutz Financial Services
Omaha,
Nebraska
| US$12.9億 | +US$6666萬 | +5% | 4.32% | 35.3% | 98 | 4.08% | 4.3 |
|
| 1888 |
1888
Cahaba Wealth Management
Atlanta,
Georgia
| US$12.9億 | +US$7835萬 | +6% | 6.91% | 45.2% | 162 | 13.58% | 4.1 |
|
| 1889 |
1889
Leo Wealth LLC
Hurst,
Texas
| US$12.9億 | +US$5.9億 | +85% | 8.79% | – | 401 | 36.91% | 0.9 |
|
| 1890 |
1890
Journey Advisory Group
Covington,
Kentucky
| US$12.9億 | +US$6374萬 | +5% | 6.64% | 66.2% | 295 | 13.22% | 2.5 |
|
| 1891 |
1891
Lee, Danner & Bass
Nashville,
Tennessee
| US$12.9億 | +US$4907萬 | +4% | 6.02% | – | 229 | 6.55% | 7.4 |
|
| 1892 |
1892
Mark Asset Management
New York
| US$12.8億 | +US$2.51億 | +24% | 29.1% | 325% | 64 | 37.5% | 2.2 |
|
| 1893 |
1893
Nuance Investments
Kansas City,
Missouri
| US$12.8億 | -US$2.39億 | -16% | 1.5% | 3.13% | 53 | 20.75% | 2.4 |
|
| 1894 |
ACM
1894
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$12.8億 | +US$1.65億 | +15% | 16.4% | 70.7% | 7 | 0% | 6.3 |
|
| 1895 |
1895
Ally Invest Advisors
Charlotte,
North Carolina
| US$12.8億 | +US$1.15億 | +10% | 7.58% | 41.1% | 76 | 6.58% | 2.7 |
|
| 1896 |
1896
Private Wealth Partners
Mill Valley,
California
| US$12.8億 | +US$7464萬 | +6% | 12.1% | 132% | 185 | 18.38% | 4 |
|
| 1897 |
1897
Forest Avenue Capital Management
Miami,
Florida
| US$12.8億 | +US$5.5億 | +75% | 44.4% | 415% | 19 | 31.58% | 0.9 |
|
| 1898 |
1898
Mount Yale Investment Advisors
Denver,
Colorado
| US$12.8億 | +US$1.15億 | +10% | 9.36% | 81.9% | 1,519 | 66.49% | 1.1 |
|
| 1899 |
1899
Gilead Sciences
Foster City,
California
| US$12.8億 | +US$9887萬 | +8% | 14.1% | – | 14 | 0% | 0.5 |
|
| 1900 |
1900
Himension Capital (Singapore)
Singapore
| US$12.8億 | +US$1.09億 | +9% | 28% | 492% | 70 | 25.71% | 1 |
|